User Guide - apps.lhsc.on.ca · 3. Scroll to the Cerner folder and click it to open it up; ... • Lock Manager • Patient Locator • PowerChart • Scheduling Appointment Book

Version: V3 | Date: January 5, 2018

User Guide Configure

Cerner Millennium

Scheduling and

Registration

Default Preferences

Version: V3| Date: 2018/01/05 Table of Contents

Table of Contents Configuring Your Cerner Millennium Scheduling and Registration settings ........................... 1

Signing into the AppBarr ............................................................................................................................ 1

AppBar settings .............................................................................................................................................. 2

Select these Required Applications .................................................................................................. 3

Setting up preferences from the Scheduling Appointment Book ............................................... 4

Turning off the size option ......................................................................................................................... 5

Setting Up Options defaults in the Scheduling Appointment Book ........................................... 5

Moving from tab to tab in the Options dialog box .................................................................................. 5

User Defaults tab .............................................................................................................................. 6

Default Appointment Type ...................................................................................................................... 6

Appointment detail field .......................................................................................................................... 6

Appointment tab .............................................................................................................................. 6

Appointment tab Flex Form Defaults ....................................................................................................... 7

Navigation tab .................................................................................................................................. 7

You will skip the Details and the Allergies tabs. ............................................................................... 7

Confirm tab ...................................................................................................................................... 7

Following appointment confirmation ...................................................................................................... 8

Check In tab ...................................................................................................................................... 8

Check In tab Flex Form Defaults .............................................................................................................. 8

Check Out tab ................................................................................................................................... 9

Check Out tab Flex Form Defaults .................................................................................................... 9

PM Toolbar tab ............................................................................................................................... 10

PM Toolbar tab Flex Form Defaults................................................................................................ 10

Request Criteria tab ....................................................................................................................... 11

Demographics Bar ...................................................................................................................................... 11

STEP ONE: Adding columns to your Demographics Bar ................................................................. 12

STEP TWO: Adding the Third Row to the Demographic Bar .......................................................... 13

STEP THREE: Updating or Adding Demographic Bar fields............................................................. 13

Configuring fields; using Name: as an example ............................................................................. 14

Table 1: Demographic Bar Field Configuration .............................................................................. 15

Setting Book Properties............................................................................................................................ 17

General tab ..................................................................................................................................... 17

Column Headings ................................................................................................................................... 17

Visible day range .................................................................................................................................... 17

Tooltips .................................................................................................................................................. 17

Display fields .......................................................................................................................................... 17

Icons tab ......................................................................................................................................... 18

Version: V3| Date: 2018/01/05 Table of Contents

View –Proportional Single-Day tab ................................................................................................ 18

Display binder ........................................................................................................................................ 18

Time interval .......................................................................................................................................... 18

Column width ......................................................................................................................................... 18

Start display at: ...................................................................................................................................... 18

Check In Screens Setup ............................................................................................................................ 19

Appointment View screen Setup .......................................................................................................... 21

You have finished configuring your default settings ..................................................................... 23

Configure Cerner Millennium Scheduling and Registration Default Preferences

Version: V3| Date: 2018/01/05

Page 1

CONFIGURING YOUR CERNER MILLENNIUM SCHEDULING

AND REGISTRATION SETTINGS This guide shows you how to set the settings of your Scheduling Appointment Book so

you can begin to Schedule and Register with Cerner Millennium.

You begin by signing into Cerner Millennium Application Bar (AppBar for short), setting

your AppBar preferences and then configuring the Scheduling Appointment Book.

SIGNING INTO THE APPBARR To sign in to AppBar:

1. Click the Windows Start button, in the lower left corner of your display.

2. Click All Programs when the Start Menu pops up.

3. Scroll to the Cerner folder and click it to open it up; and then click AppBar –

PROD.



Page 2

4. Type your User Name and Password at the Cerner Millennium sign in screen.

5. When you sign in to Cerner Millennium AppBar for the first time, it will only have

one button on it, the AppBar button (big letter A), shown below.

6. Continue with the instructions, AppBar settings, below to configure your

AppBar.

APPBAR SETTINGS To add or change the order of

the buttons on your AppBar,

click the AppBar icon and select

Customize.



Page 3

On the Options tab, confirm that

Allow Floating and Large

Buttons have a checkmark next

to them and Always on Top is

not checked.

1. Go to the Buttons tab and

place a checkmark beside

the required applications.

See Select these Required

Applications below.

2. Click on the grey application

bar to sort the applications

so they appear at the top.

Use the up and down arrow

buttons to rearrange their

order.

3. Click OK when done.

Your AppBar will now reappear on your desktop with the applications added to it.

Select these Required Applications

• Conversation Launcher

• Documents

• Explorer Menu

• Lock Manager

• Patient Locator

• PowerChart

• Scheduling Appointment Book



Page 4

SETTING UP PREFERENCES FROM THE SCHEDULING

APPOINTMENT BOOK Once you’ve configured your AppBar:

1. Click the Scheduling Appointment Book button to open the Scheduling

Appointment Book.

The Scheduling Appointment Book is displayed.

2. To make it easy for you to use the Scheduling Appointment Book, maximize

the screen by clicking on the Maximize button in the top right corner.

This is the middle button that looks like it has two boxes on it.

If you click on the Exit button, the one with the X, you will be brought back to

the AppBar and have to click the Scheduling Appointment Book button

again.

The remainder of this guide includes configuration settings for your Scheduling

Appointment Book.



Page 5

TURNING OFF THE SIZE OPTION Click on the Scheduling Appointment

Book icon. The size option has to be

disabled:

• Click View > Toolbars and uncheck

Size

SETTING UP OPTIONS DEFAULTS IN THE SCHEDULING

APPOINTMENT BOOK Click the View menu, then Options to

open the Options dialog box.

Moving from tab to tab in the Options dialog box

When configuring Options settings, you have to move from tab to tab to make the

changes. On some of the tabs, you will have to click the Flex Form Defaults button to

access more settings for that tab.

You will work, left to right, beginning with the User Defaults tab.



Page 6

User Defaults tab

Default Appointment Type

Set a default location if you will only be

using one location code or one code

for 80% of the time. Otherwise leave

blank.

Appointment detail field

Move Person Name to the top of the

list by highlighting and using the

arrows to move up

Appointment tab

Select:

• Mark qualifying days on calendar

• Display future requests /

appointments displayed.

• Display extended conflict details.

• Maintain focus on pending

appointment during reschedule.

Leave Health Plan Check blank



Page 7

Appointment tab Flex Form Defaults

1. Click the Appointments tab

Flex Form Defaults button and

select the following settings

from the drop-down fields.

2. Click OK when done to close

the Flex Form Defaults dialog

box.

Navigation tab

Select your Default bookshelf: If you

are in a particular book most often,

then select a Default book: as well.

This setting will vary depending on

your department and personal

preference.

You will skip the Details and the Allergies tabs.

Confirm tab



Page 8

Make sure that there is a checkmark in

the “always display confirm dialog

when confirming appointments” box.

Following appointment confirmation

Select your preference for what the

system will do after confirming an

appointment.

In most cases, you might want to leave

it selected to Maintain focus on last

confirmed appointment.

Check In tab

Leave Always create new encounter

when requested blank.

Check In tab Flex Form Defaults

1. Click the Flex Form Defaults

button on the Check In tab and

select the following settings

from the drop-down fields.



box.



Page 9

Check Out tab

Check the settings as shown.

Check Out tab Flex Form

Defaults


button on the Check Out tab

and select the following

settings from the drop-down

fields.



box.



Page 10

PM Toolbar tab

To access the PM Toolbar tab, you may

have to click on the right-facing arrow

in the upper right corner of the

Options window.

PM Toolbar tab Flex Form

Defaults


button on the PM Toolbar tab

and select the following

settings from the drop-down

fields.


the Flex Forms Defaults dialog

box.



Page 11

Request Criteria tab

Configure the following:

Request date range

Infinite days in date range

Default Time Range

Start 0000 End 0000

Default days of week:

Select Mon to Fri by clicking on the

buttons until they look pushed down.

DEMOGRAPHICS BAR To display important patient information on the Demographics Bar, you must set the

Demographic Bar properties.

To view the properties of the Demographics Bar:

1. Ensure you are in the Scheduling Book, right-click on the Demographics Bar and

the then click the pop-up Properties button.

The Demographic Bar Properties dialog box is displayed.



Page 12

STEP ONE: Adding columns to your Demographics Bar

Columns and rows are separated by a solid line when you view the Demographics Bar

Properties dialog box.

The default Demographics Bar has 5 columns stretching from the first column with

Name to the last column with DOB: and Sex: See ①above

The Demographics standard requires 13 columns

To add columns to your Demographics Bar to get a total of 13 columns:

2. Click the right-arrow button (see ② above) to add one column at a time.

If you accidentally add extra columns, click the left-arrow button to remove columns one at a time.

When the extra columns have been added, for a total of 13 columns, the Demographics

Bar Properties dialog box looks like the graphic below:



Page 13

STEP TWO: Adding the Third Row to the Demographic Bar

To add the third row to the Demographic Bar:

1. Click the up arrow to the right of the two columns.

The third row is added.

STEP THREE: Updating or Adding Demographic Bar fields

To add or update a Demographic Bar field you perform these three steps for each field.

1. Selecting the field and click:

a. Update… if the field is currently displayed



Page 14

b. Add… if the field is not displayed

2. Set the field’s Location (Left, Top) and Size (Width, Height)

3. Format the field’s Font style: and Size:

Note See Table 1: Demographic Bar Field Configuration following the instructions

Configuring fields; using Name: as an example for each field’s settings.

Configuring fields; using Name: as an example

Below is the step-by-step process for configuring the Name: field. You will follow the

same process for all of the fields.

Refer to Table 1: Demographic Bar Field Configuration for each field’s settings.

1. Right-click the Demographics Bar and click Properties.

The Demographics Bar Properties window is displayed.

2. Click Name in the Field column and click Update…

The Attribute Properties – name dialog box is displayed.

3. From the drop down menus, select the Location (Left, Top) and Size (Width,

Height) coordinates from the table below.

(1,1) and (3,1) respectively.



Page 15

4. Click Font.

The Font dialog box is displayed.

5. Select the Size from the table below and ensure the font is Bold.

Font Size is 12.

6. Click OK to close the Font dialog box, click OK to close the Attribute Properties –

Name dialog box.

You are now back at the Demographics Bar Properties window.

7. Follow the process above (Steps 1 to Steps 6) for the rest of the fields using

configuration from the Table 1: Demographic Bar Field Configuration.

Table 1: Demographic Bar Field Configuration

Field Name Click on Location

(Left, Top)

Size (Width,

Height)

Font

Size

Font

Style

Name Update (1,1) (3,1) 12 Bold

MRN Update (6,1) (4,1) 8 Bold

DOB Update (4,1) (2,1) 8 Bold

Age Update (4,2) (1,1) 8 Bold

Sex Update (6,2) (1,1) 8 Bold

Home Phone Add (1,3) (2,1) 8 Bold

Family Physician Add (7,3) (3,1) 8 Bold

VIP Add (12,2) (2,1) 8 Bold

Person Comments Add (12,3) (2,1) 8 Bold

Allergies Add (10,1) (2,1) 8 Bold

Custom Field 01 (C. DIFF/MDRO)

Add (10,3) (2,1) 8 Bold

Custom Field 02 (LCP #)

Add (9,2) (1,1) 8 Bold

Custom Field 03 (Language)

Add (12,1) (1,1) 8 Bold

Custom Field 04 (Interpreter)

Add (13,1) (1,1) 8 Bold

Custom Field 05 (Violent Patient)

Add (10,2) (2,1) 8 Bold

Custom Field 06 (Alternative Phone)

Add (3,3) (3,1) 8 Bold

Custom Field 07 (Call Instructions)

Add (5,3) (3,1) 8 Bold

Custom Field 08 (Preferred Name)

Add (1,2) (3,1) 12 Bold



Page 16

When you are finished, the Demographics Bar Properties dialog box should look like

this:

Also, when you have patient information in your Demographics Bar it will look similar to

this:



Page 17

SETTING BOOK PROPERTIES To set up your Appointment Book to the default view you have to do select the default

View and then set the Appointment Book Properties for each tab:

• Right-click anywhere on the book and Select View > Proportional Single-day

Setting Appointment Book Properties

To set the Appointment Book Properties for each tab:

• Right-click on the book > Book Settings > Properties.

The Appointment Book Properties dialog box opens.

General tab

Column Headings

Check the box for Display number of

scheduled appointments.

Visible day range

You can change the start of your day

that appears on the scheduling screen

by setting the “Begin Time” on this tab.

Tooltips

Change to 20 seconds

Display fields

Under Display fields, leave the defaults

and add:

• Encounter Type

• MRN

• Person age

• Person birth date

• Person home phone

• and add Surgeon 1 and Primary

Order for all Surgical Secretaries



Page 18

Icons tab

In the Appointment icons: window,

check:

• Information

• Comments

• Group Sessions

• Recurring

• Protocol

• You may require the Allergies icon

if the information is required at

time of scheduling and if the

Allergy information is being

entered for the patients.

View –Proportional Single-

Day tab

Display binder

Take check mark off.

Time interval

You might need 5 or 15 min depending

on your shortest appointment time

Column width

It is suggested that you begin by

selecting Size to fit all.

However, you should adjust this to get

the right layout for you. Depending on

how many resources are in the book

you may want to try a Custom width or

Size to fit all, with minimum width:

150 (or your choice of width).

Start display at:

You may want to start at the beginning

of the clinic day and at the current

date and time.



Page 19

CHECK IN SCREENS SETUP WARNING You will be working with an actual scheduled patient appointment to

perform the Check In screens setup.

It is important that you follow these instructions exactly, or you may

accidentally create a Registration.

1. Right-click on an appointment in the Scheduling Appointment Book

and select Actions > Check In

The Check In window is displayed. During this process you will have to click the column headings and Set Enc button. They are highlighted red in this graphic.

2. Right-click on the column headings and select Preferences.

The Column Preferences dialog box is displayed.

3. Configure your Selected columns: Column Preferences to match the Selected

columns (the right column) in the graphic below.

You move items between columns by clicking on them and then the Move

button.



Page 20

4. When your Selected columns: matches the graphic above, click OK.

You are brought back to the Check In window.

5. Click the Set Enc button.

The Encounter Selection window is displayed.

WARNING Do not click on any buttons in the lower right, such as Modify,

Add Enc, or OK.

6. Right-click on the column headings and select Preferences.




Page 21

7. Configure your Selected columns: Column Preferences to match the Selected

columns (the right column) in the graphic below.

You move items between columns by clicking on them and then the Move

button.


WARNING Carefully follow the next two steps so you do not create a

Registration.

9. Click Cancel to return to the Check In window.

10. Click Cancel to return to the Scheduling Appointment Book.

APPOINTMENT VIEW SCREEN SETUP 1. Double-click on a scheduled appointment.

The Appointment View window is displayed. The Appointment Information area and column headings you will have to click are highlighted red in this graphic.



Page 22

2. Right-click in the Appointment information area and select Preferences.

The Appointment View Preferences dialog box is displayed.

3. Configure your Selected Tabs: and Available tabs: Appointment View

Preferences to match the columns in the graphic below.

You move items between columns by clicking on them and then an arrow

button.

4. When your columns: matches the graphic above, click OK.



Page 23

5. Right-click the column headings and select Preferences.


6. Configure your Selected columns: column preferences to match the Selected

columns (the right column) in the graphic above.

Move items between columns by clicking on them and then the Move button.


8. Click Close

YOU HAVE FINISHED CONFIGURING YOUR DEFAULT

SETTINGS